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Professional profile of Steven J. Lerner, PCSteven J Lerner brings 25 years of Tax, Accounting, and Business Consulting experience to his firm and clients. His experience in Real Estate has successfully resulted in the evaluation, acquisition, and disposition of numerous real estate projects and syndications, including the relocation of a company's business operations. He has worked with clients in the selection, set-up, training, and implementation of accounting software systems. Mr. Lerner has experience in Personal Financial and Tax Planning. He has helped clients with cash flow issues and problems by evaluating overhead and staffing costs. He has assisted with companies and their operations, including the cash management function, and negotiating of better vendor / supplier terms. Mr. Lerner works extensively with individual clients, preparing Tax Returns; Representing individuals and businesses before federal, state, and local taxing authorities; and he prepares Business, Trusts, Estates, and Inheritance Tax Returns. Mr. Lerner has gained his experience in both the private and public accounting sectors. He has 7 years of national public accounting and tax firm experience. He has 5 years of experience as a Tax Manager for a national real estate developer, and an additional 4 years of Chief Financial Officer / Controller experience with real estate management companies and a manufacturer. He now brings his own Accounting Practice of 10 years, including 5 years associated with another Philadelphia based firm to Bucks County where he services most of his business clients in the surrounding areas of New Jersey, Philadelphia, Bucks, and Montgomery counties. His clients include Wholesale Distribution, Professional, Service, Retail businesses, and Manufacturing. Mr. Lerner is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the New Jersey Society of Certified Public Accountants. He is an honors graduate of Temple University, Philadelphia, PA. |
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